Collapse columns that contain tagged sub-accounts.

jimbean2

A valuable feature for reports (i.e. Income Statements) would be the ability to collapse columns that contain tagged sub-accounts. For example, if Building A has four units with each unit set up with its own sub-tag under Building A, it would be extremely useful to consolidate the data for all 4 units by collapsing the view to just Building A or optionally expand it to include its sub-tags. Currently, separate reports must be created to achieve this.

MontanaKarl

You can select which tags to include in a report via the report filters (Edit > Tags tab) - and then memorize those reports - one for each unit and one for the property, e.g.

Do note that rental properties are not specifically implemented in Quicken Classic for Mac yet… even though your approach can work. Quicken Windows rental property feature allows creating units within a property, assigning tenants, etc etc in a much richer workflow. That may come to QMac at some point… there is an Idea/Wish topic with votes for it… but none of us know when.

jimbean2

Thanks for the comment. I am aware of the workarounds you suggested. :-)